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Finance·Big Tech

Will Situational Awareness add ___ to its upcoming 13F?

icon for Will Situational Awareness add ___ to its upcoming 13F?
Finance·Big Tech

Will Situational Awareness add ___ to its upcoming 13F?

$121 Vol.

May 15, 2026
Polymarket

$121 Vol.

Polymarket

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$54 Vol.

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This market will resolve to "Yes" if Situational Awareness LP's next filed 13F-HR filing with the SEC reporting holdings as of March 31, 2026 includes a long position in the specified stock that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. Otherwise, this market will resolve to "No". A "new position" refers to a position appearing in the relevant 13F-HR filing that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. A position that was not disclosed in the immediately preceding 13F-HR filing for any reason, including confidential treatment, will be considered a new position if it appears in the relevant 13F-HR filing. Long common stock holdings and long call option positions in the specified stock reported in the relevant 13F-HR filing will qualify. Short positions, put option positions, and other bearish positions will not qualify. The relevant filing for this market is the 13F-HR filing reflecting holdings as of March 31, 2026. Amendments (13F-HR/A) filed after the initial 13F-HR submission will not be considered. The standard SEC filing deadline for this report is May 15, 2026. If Situational Awareness LP does not file the relevant 13F-HR with the SEC by June 30, 2026, 11:59 PM ET, this market will resolve to "No". The resolution source for this market is Situational Awareness LP's SEC EDGAR filing page (https://www.sec.gov/edgar/browse/?CIK=2045724).Situational Awareness LP, the San Francisco-based hedge fund launched by former OpenAI researcher Leopold Aschenbrenner, has scaled its disclosed U.S. equity portfolio to $5.52 billion as of the December 31, 2025 quarter-end, with a concentrated strategy targeting AI infrastructure bottlenecks in power generation, data centers, and Bitcoin mining. The upcoming 13F-HR covering holdings as of March 31, 2026, due by mid-May, will disclose any new long equity positions or expansions aligned with this thesis amid sector volatility and ongoing capital inflows. Traders assess potential additions through the lens of the fund’s prior emphasis on names like Bloom Energy and related compute plays, monitoring for shifts in allocation driven by macroeconomic factors such as interest-rate sensitivity in infrastructure assets and broader risk appetite in growth equities.

This market will resolve to "Yes" if Situational Awareness LP's next filed 13F-HR filing with the SEC reporting holdings as of March 31, 2026 includes a long position in the specified stock that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. Otherwise, this market will resolve to "No".

A "new position" refers to a position appearing in the relevant 13F-HR filing that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. A position that was not disclosed in the immediately preceding 13F-HR filing for any reason, including confidential treatment, will be considered a new position if it appears in the relevant 13F-HR filing.

Long common stock holdings and long call option positions in the specified stock reported in the relevant 13F-HR filing will qualify. Short positions, put option positions, and other bearish positions will not qualify.

The relevant filing for this market is the 13F-HR filing reflecting holdings as of March 31, 2026. Amendments (13F-HR/A) filed after the initial 13F-HR submission will not be considered.

The standard SEC filing deadline for this report is May 15, 2026.

If Situational Awareness LP does not file the relevant 13F-HR with the SEC by June 30, 2026, 11:59 PM ET, this market will resolve to "No".
The resolution source for this market is Situational Awareness LP's SEC EDGAR filing page (https://www.sec.gov/edgar/browse/?CIK=2045724).
Volume
$121
End Date
May 15, 2026
Market Opened
May 13, 2026, 12:35 PM ET

Resolver

0x65070BE91...
This market will resolve to "Yes" if Situational Awareness LP's next filed 13F-HR filing with the SEC reporting holdings as of March 31, 2026 includes a long position in the specified stock that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. Otherwise, this market will resolve to "No". A "new position" refers to a position appearing in the relevant 13F-HR filing that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. A position that was not disclosed in the immediately preceding 13F-HR filing for any reason, including confidential treatment, will be considered a new position if it appears in the relevant 13F-HR filing. Long common stock holdings and long call option positions in the specified stock reported in the relevant 13F-HR filing will qualify. Short positions, put option positions, and other bearish positions will not qualify. The relevant filing for this market is the 13F-HR filing reflecting holdings as of March 31, 2026. Amendments (13F-HR/A) filed after the initial 13F-HR submission will not be considered. The standard SEC filing deadline for this report is May 15, 2026. If Situational Awareness LP does not file the relevant 13F-HR with the SEC by June 30, 2026, 11:59 PM ET, this market will resolve to "No". The resolution source for this market is Situational Awareness LP's SEC EDGAR filing page (https://www.sec.gov/edgar/browse/?CIK=2045724).
This market will resolve to "Yes" if Situational Awareness LP's next filed 13F-HR filing with the SEC reporting holdings as of March 31, 2026 includes a long position in the specified stock that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. Otherwise, this market will resolve to "No". A "new position" refers to a position appearing in the relevant 13F-HR filing that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. A position that was not disclosed in the immediately preceding 13F-HR filing for any reason, including confidential treatment, will be considered a new position if it appears in the relevant 13F-HR filing. Long common stock holdings and long call option positions in the specified stock reported in the relevant 13F-HR filing will qualify. Short positions, put option positions, and other bearish positions will not qualify. The relevant filing for this market is the 13F-HR filing reflecting holdings as of March 31, 2026. Amendments (13F-HR/A) filed after the initial 13F-HR submission will not be considered. The standard SEC filing deadline for this report is May 15, 2026. If Situational Awareness LP does not file the relevant 13F-HR with the SEC by June 30, 2026, 11:59 PM ET, this market will resolve to "No". The resolution source for this market is Situational Awareness LP's SEC EDGAR filing page (https://www.sec.gov/edgar/browse/?CIK=2045724).Situational Awareness LP, the San Francisco-based hedge fund launched by former OpenAI researcher Leopold Aschenbrenner, has scaled its disclosed U.S. equity portfolio to $5.52 billion as of the December 31, 2025 quarter-end, with a concentrated strategy targeting AI infrastructure bottlenecks in power generation, data centers, and Bitcoin mining. The upcoming 13F-HR covering holdings as of March 31, 2026, due by mid-May, will disclose any new long equity positions or expansions aligned with this thesis amid sector volatility and ongoing capital inflows. Traders assess potential additions through the lens of the fund’s prior emphasis on names like Bloom Energy and related compute plays, monitoring for shifts in allocation driven by macroeconomic factors such as interest-rate sensitivity in infrastructure assets and broader risk appetite in growth equities.

This market will resolve to "Yes" if Situational Awareness LP's next filed 13F-HR filing with the SEC reporting holdings as of March 31, 2026 includes a long position in the specified stock that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. Otherwise, this market will resolve to "No".

A "new position" refers to a position appearing in the relevant 13F-HR filing that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. A position that was not disclosed in the immediately preceding 13F-HR filing for any reason, including confidential treatment, will be considered a new position if it appears in the relevant 13F-HR filing.

Long common stock holdings and long call option positions in the specified stock reported in the relevant 13F-HR filing will qualify. Short positions, put option positions, and other bearish positions will not qualify.

The relevant filing for this market is the 13F-HR filing reflecting holdings as of March 31, 2026. Amendments (13F-HR/A) filed after the initial 13F-HR submission will not be considered.

The standard SEC filing deadline for this report is May 15, 2026.

If Situational Awareness LP does not file the relevant 13F-HR with the SEC by June 30, 2026, 11:59 PM ET, this market will resolve to "No".
The resolution source for this market is Situational Awareness LP's SEC EDGAR filing page (https://www.sec.gov/edgar/browse/?CIK=2045724).
Volume
$121
End Date
May 15, 2026
Market Opened
May 13, 2026, 12:35 PM ET

Resolver

0x65070BE91...
This market will resolve to "Yes" if Situational Awareness LP's next filed 13F-HR filing with the SEC reporting holdings as of March 31, 2026 includes a long position in the specified stock that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. Otherwise, this market will resolve to "No". A "new position" refers to a position appearing in the relevant 13F-HR filing that did not appear in the immediately preceding 13F-HR filing submitted by Situational Awareness LP. A position that was not disclosed in the immediately preceding 13F-HR filing for any reason, including confidential treatment, will be considered a new position if it appears in the relevant 13F-HR filing. Long common stock holdings and long call option positions in the specified stock reported in the relevant 13F-HR filing will qualify. Short positions, put option positions, and other bearish positions will not qualify. The relevant filing for this market is the 13F-HR filing reflecting holdings as of March 31, 2026. Amendments (13F-HR/A) filed after the initial 13F-HR submission will not be considered. The standard SEC filing deadline for this report is May 15, 2026. If Situational Awareness LP does not file the relevant 13F-HR with the SEC by June 30, 2026, 11:59 PM ET, this market will resolve to "No". The resolution source for this market is Situational Awareness LP's SEC EDGAR filing page (https://www.sec.gov/edgar/browse/?CIK=2045724).

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Frequently Asked Questions

"Will Situational Awareness add ___ to its upcoming 13F?" is a prediction market on Polymarket with 10 possible outcomes where traders buy and sell shares based on what they believe will happen. The current leading outcome is "Micron" at 50%, followed by "Qualcomm" at 50%. Prices reflect real-time crowd-sourced probabilities. For example, a share priced at 50¢ implies that the market collectively assigns a 50% chance to that outcome. These odds shift continuously as traders react to new developments and information. Shares in the correct outcome are redeemable for $1 each upon market resolution.

"Will Situational Awareness add ___ to its upcoming 13F?" is a newly created market on Polymarket, launched on May 13, 2026. As an early market, this is your opportunity to be among the first traders to set the odds and establish the market's initial price signals. You can also bookmark this page to track volume and trading activity as the market gains traction over time.

To trade on "Will Situational Awareness add ___ to its upcoming 13F?," browse the 10 available outcomes listed on this page. Each outcome displays a current price representing the market's implied probability. To take a position, select the outcome you believe is most likely, choose "Yes" to trade in favor of it or "No" to trade against it, enter your amount, and click "Trade." If your chosen outcome is correct when the market resolves, your "Yes" shares pay out $1 each. If it's incorrect, they pay out $0. You can also sell your shares at any time before resolution if you want to lock in a profit or cut a loss.

The current frontrunner for "Will Situational Awareness add ___ to its upcoming 13F?" is "Micron" at 50%, meaning the market assigns a 50% chance to that outcome. The next closest outcome is "Qualcomm" at 50%. These odds update in real-time as traders buy and sell shares, so they reflect the latest collective view of what's most likely to happen. Check back frequently or bookmark this page to follow how the odds shift as new information emerges.

The resolution rules for "Will Situational Awareness add ___ to its upcoming 13F?" define exactly what needs to happen for each outcome to be declared a winner — including the official data sources used to determine the result. You can review the complete resolution criteria in the "Rules" section on this page above the comments. We recommend reading the rules carefully before trading, as they specify the precise conditions, edge cases, and sources that govern how this market is settled.